Sage Training & Consultancy

One-to-one Sage training and consultancy at your premises for Blackpool, Fylde Coast and Lancashire businesses covering everything from installation, upgrades, data import, problem solving, editing reports and layouts, how do I ...? What's the best way to ...? etc.

Flexible training, help and support as and when required and always geared to your specific business needs and requirements.

Although titled 'training' the sessions are a mix of training and consultancy. You can't really separate the two. As we’re working together on your Sage system this gives us the opportunity to suggest alternative methods and ways to work smarter.

We don’t just train on Sage, we also use Sage.
This wealth of Sage accounts experience gleaned over many years in almost all vertical markets together with sound accountancy and system experience means we can ‘see’ your Sage system from data entry, management and accountants perspectives.

At your premises with your Sage data.
These are live hands-on productive sessions. You start the sessions with whatever Sage queries, issues or objectives you have and then together we discuss and work through them, always ensuring that we fit Sage to your specific business requirements.

Using your own data is much more productive and efficient than going on courses and trying to relate abstract concepts from generic demo data.

Fitting Sage to your Business.
Time and time again we go to clients who've bought Sage Accounts, installed it and are running it with the default set up. Which is fine - at first.

But then, as time goes on you get more and more frustrated as you can't get the information you need out of Sage. Or you can't analyse the data the way you want. Or, as your business expands and diversifies you can't logically incorporate the new areas into your existing structure.

We help you fit Sage to your business so that the information that is important to you is available right when you need it. And, we do it in a way that allows scope for future growth and diversification.

Most people don't realise that at heart, Sage is a database.
Yes, it does your debtors, creditors, VAT, bank rec's, etc, but it can do so much more if set up specifically to your business. And this 'slicing and dicing' of information isn't complicated.

You're entering the data into Sage anyway so with a little forethought and planning on the structure, which we help you with, you'll get meaningful 'finger on the pulse' information out to help you run your business more efficiently and productively.

Business Reporting - Another Way
Apart from running reports in Sage and previewing, printing or emailing, you could save your reports and then open them in Excel. But, did you know you can link directly into the Sage data tables via Microsoft Excel?

Create and save your 'reports' in Excel and by clicking the refresh button the data is automatically updated. Sit pivot tables on the core data and then you can dynamically analyse your data to you hearts content. Same Sage data, just another way of looking at it.

What Next?
Why waste time wading through the Sage manual or struggling with problems or uncertainty over Sage or accounting procedures when we can get you up to speed quickly and efficiently?

You know your business - we know Sage, accountancy and systems. Together, this creates a powerful combination to successfully fit Sage to your business.

Just think what a difference a Sage One-to-One Training Session could make to your business!

- These are your sessions - you lead the content and pace.

Some of our recent Sage Accounts Training sessions

• You're a manufacting firm converting from spreadsheet accounting to Sage Accounts Professional and will be using products, BOM and Projects and need a full setup including coding structures, configuration, implementation, procedures and training
• We've already worked with you to set up Sage to your requirements but now as your business is expanding you want us to to come in once a month and do your Management accounts and answer any Sage queries you may have.
• You've just purchased Sage and want to get up to speed as quickly as possible.
• You want to run multiple VAT schemes within the same Sage installation e.g. standard VAT and the Second Hand Margin Scheme
• You're too busy running your business to install / set up Sage or explore the options.
• You've been using Sage with the default settings for some time and now want to tailor it to your particular business model.
• You want to link Microsoft© Excel© into the Sage data tables and set up updatable spreadsheets and pivot tables.
• You have information or reporting requirements not being covered with the standard Sage reports set.
• You're running Sage OK but are not too sure of the Sage VAT procedures (or Journals, Bank reconciliations, etc)
• You want to change from Standard VAT Accounting to Cash Accounting (or vice versa)
• You want to explore or use some of the Sage modules you are not currently using. Depending upon your version of Sage, these may include Sales Order Processing, Purchase Order Processing, Stock or Projects.
• You've just upgraded from a single user to network version and are not sure about the network installation.
• You want to email your invoices to customers or to use Sage Transaction e-Mail to exchange invoices and orders with your customers and suppliers.
• You want someone to oversee your VAT, month end or year end procedures on a regular on-going basis
• A new member of staff needs training on an existing Sage system.